Assistant Account Handler

We have an exciting opportunity to offer to someone coming from a proven Customer Service background whether it be retail, hospitality or any other role where you deal with customers and are looking for your next career step.

Main Duties and Responsibilities:

• To manage the post for the Operations Team including opening of incoming post and franking of outgoing post.
• General office/administration duties i.e. photocopying, filing, printing and scanning.
• Processing renewal business and assisting clients with renewal queries.
• Inputting of data to the Bexhill system to aid the renewals of direct debits.
• Changing addresses and names of the Balens Administration System (BAS) system. Leading on to handling return post items for the team.
• Ensure all administration and recording is prompt and accurate - maintaining computer and manual records.
• Ensuring money is accurately banked and accounted for
• Work closely with other team members to ensure any client receives a prompt and efficient response.
• Transacting card payments on Realex for the Affinities team
• Under supervision, issuing insurance documents for the team.
• To input data onto BAS.
• Any other ad hoc support tasks for team members.
• To follow FCA requirements, including Treating Customers Fairly.
• To act professionally at all times and ensure the ethics and ethos of Balens are followed.
• Ensuring work is carried out with accuracy, confidentiality and deadlines are met.
• Working with all staff to get the right information at the right time.
• Undertake internal and external training courses as necessary, including study for and sit CII Exams.
• Deal with phone and email queries including automated renewals and chasers.
• Working on retention reports and unsuccessful online renewals.
• To provide excellent customer service to all clients.

Why Join Us?

• Competitive salary and benefits package
• Flexible working and holiday options
• Pension, enhanced parental leave, and life insurance
• Discounts on technology, travel, and leisure
• Learning and development opportunities
• Volunteering and charity support days

Join a company that values innovation, growth, and its people. Apply now to take the next step in your career.

HP

REF-220 409